The Bear Cave #162
We recap some big activist short reports, summarize notable resignations, and highlight the best tweets of the week
https://t.co/HJQ6o1pRHv
@gurgavin@StockMKTNewz Intel is “cheap” for a reason. They’re far behind AMD and no way they can get close to competing with TSM at the foundry level. They doubled downed on an old chip design years ago and caused them to stagnate.